139 results found
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Changing subtitles on reports when changing the year end
Changing subtitles on reports when changing the year end.
When shortening the year end, eg with Basis Reform periods, the year end is showing incorrectly as 'year end and the original year end date' rather than period end and the new year end date. It would be great to have the flexibility to amend subtitle dates within reports so that the accounts can be produced straight from Xero.5 votesHi team, sorry we haven't caught the idea here sooner. Listening to feedback we know the sub heading was a bit of a confusion point for organisation's with a longer or shorter FY.
We've recently made a change so the subheading will now read 'For the 'x' months ended' so the report will be more accurately reflected.
Thanks for your sharing on this with us here.
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FX rates used on Balance Sheet report
The 'old' balance sheet showed the fx rates as a note at the bottom - can we have the option to add this to the new balance sheet layout.
99 votesHi everyone, we've just released disclosures for foreign currency in Balance Sheet, Profit & Loss, Trial balance, Movements in equity, Budget Variance and the Blank reports.🙂
When you run one of these reports in base currency you'll see indicators next to amounts that have been translated that show the exchange rate that was used.
Where applicable and you run one of these reports in a foreign currency there will be an indicator next to the currency sub heading that links to a note which display the exchange rates at which the base currency has been translated to foreign currency as at the report date, and any comparative dates.
We'll be extending this feature across more reports and I'll return to share as these come available. Thanks! -
Reporting - Monthly comparatives to run for the full month
Would it be possible to amend Xero settings, so that if you run a balance sheet to the end of February, the comparatives are also run to the end of previous month?
In February, my current month balance sheet is run to 28 February (Xero's choice) and Xero decides that means I also want to see the comparatives run to 28 January as a default setting.
As many month-end journals are posted to, say, 31 January, the balance doesn't include them.
This is very misleading: in any other month, the comparatives are run to the end of the month.
It's…
1 voteSorry Karen, not quite sure what's going on with your report there but I'd recommend coming into our specialists at Xero Support to have a closer look at your report settings.
Running for the full period of the month is the default so it should pick up all days for the month comparatives you're running the report for.
I've attached a test from the demo org - Setting the Date to 28 Feb, with compare for 2 months the report shows me the full months with columns for 31 Jan and 31 Dec.
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Customer name & address report with account number
Where on xero in the report is a customer & supplier name & address report giving account number / address details please.
1 voteHi Jane, there is no direct report in Xero that will provide all this detail for your Contacts. However you could export your contacts from Xero which will include columns with this data.
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Reporting - Full List of Reports inc. descriptions for each region.
Provide a FULL list of ALL reports!
There are SOOOO many reports out there that I am not aware of, as they are all hidden! Unless you know the exact name of the report they are useless to search. I have just spent a wasted few days between facebook and support trying to pull a report similar to Supplier Statement. I did a search and of course there is nothing called that. I eventually contacted support to find out how I could get a Supplier Statement and was told to use a "Supplier Bill Activity". I would never have guessed…
39 votesTotally get the keywords our customers look for or search and the names of Xero's reports may not always match. We've making use of generative AI and have released this to search within the Xero help menu - Where possible Xero will auto generate a response based on your search, and otherwise you'll see the most relevant content from Xero Central.
Taking the example in the idea here, when searching 'supplier statement' the first relevant result helps a user understand what reports will help them get an understanding of supplier activity in Xero.
In terms of listing reports in the reports centre - Some of Xero's reports such as the Supplier Bill Activity are a drill down report. While it won't be listed on the reports centre as a default, you can click the 3 dot menu next to the Contact Transactions - Summary report to view sub reports. If…
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US - W-9 request from contact page
Make W-9 request available from the contact page. Perhaps where financial details are manually entered. Why have to go over to the 1099 report?
6 votesHi everyone, we've released a new 'Tax Details' section for US customers in Contacts that allows you to request W-9s from a contact you've set up in Xero. From this section you'll also be able to see a contacts W-9 status and manually update this if needed.
We've also added additional fields for 'Name on the income tax return' (previously 'Legal name') and 'Business or disregarded entity name' in Contacts to match the 1099 W-9 Management space.
Thanks for sharing and staying updated with us here through product ideas.😊
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Reporting | Page Break - Preview in Xero Reports (without exporting)
Currently, when preparing financial statements or other reports in Xero, you have to export the report to PDF to work out if you will need to insert page breaks to keep all related content on one page, or to ensure that a heading doesn't end up on one page and the information on the next. This can sometimes mean exporting a report multiple times if there are multiple page breaks required.
It would be helpful if in the drafting stage, Xero reports showed some sort of indicator (i.e. a dotted line), so that you could identify where a page would…
69 votesHi everyone! Today we released the new preview panel to all users 🥳
Any report that you can edit the layout of now has a PDF preview on the right of the screen. You'll be able to instantly see how any changes you're making to your reports will be reflected (including page breaks).
We thoroughly appreciate the input and feedback we've received from customers which has helped refine this end result. Thank you
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Reporting - Bank Reconciliation by Date Report
It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail
2 votesHi Beth, appreciate it's been a little while since you first raised your idea here. This is actually already possible with the History & notes report.
If you set the date as you need, then in the Search bar type 'Reconciled'. This will quickly group and show you a list of the transactions that have been reconciled for that period, along with a few details of the reconciliation.
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Aged history report for suppliers
Transaction/summary report for suppliers but showing history in aged format, to be able to report on what we;ve spent with a supplier for the last 12 months - Each month!
Xero really need to look at producing a report generator like sage had, so we can create any report we need.
2 votesHi Les, the Aged Payable Summary or Detail reports will produce what you're asking here. In terms of setting this up for a 12 month on month view you can change the Ageing Periods option to '12' periods of '1 Month'.
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Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
681 votesHi community, we've now released the ability to attach a file to a Fixed Asset to all organisations using the new FA's experience. As mentioned in my last update, the 'Attach files' option is found at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.😊
We appreciate there are some Australian businesses using pools that are still on the older Fixed Assets experience and won't have access to the Attach files' feature atm. While we complete work to help move you all to the new experience I've created a new idea. Add your vote to stay updated.
If you'd like to stop using pools this is possible, however it requires you to turn off tax reporting - This does have impact on other aspects of your fixed…
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General Ledger Exceptions report
General Ledger Exception Report
Getting new updates and new reports is fine but can you please keep this GL Exception report (old version) or else make arrangements to create the same report in the updated versions of General Ledger Reports.
This report is very useful and crucial for setting up work papers.
50 votesHey community, thanks for your interest in this idea, and for sharing your feedback on the new reporting experience.
We’ll be rolling out a new version of the General Ledger exceptions report, and you should see start to see it pop up in your reporting centre from today 🎉
Unlike the older exceptions report, this is a dedicated report. So you'll no longer need to navigate to the GL Summary to find it - saving you a couple of clicks!
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Sales Tax Adjustment at Filing
Add a quick option to create a manual journal entry to adjust the sales tax amount paid when reporting and filing sales taxes.
My state (and others, I assume) forces me to round up to the nearest dollar the amount of sales tax I owe when I file, which results in the filed number being different than what's in my "sales tax" account in Xero. I then have to add a manual journal entry to adjust that amount - usually debiting from one of my product categories.
It would be nice to have the option to do this automatically when…
2 votesHi team, returning to confirm that we've now released an improvement so you can handle variances in the Sales tax amount payment and make sure this matches what is owed to the state. You'll find you can now record an adjustment when marking a State sales tax report complete. See more on this in Xero Central.
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Bank Report
In the old reports there was a bank report, (Detailed Account Transaction Report) that you could pull up the bank account and it would show the bank entries and where they had been coded. This is not longer available. Alternatively, could the code be added to the Bank reconciliation page where it shows the entries.
1 voteHi Penny, this is available within the Account Transactions report and you'll find a common option of Bank transactions by date which includes the account the transactions have been coded to. I believe this is the report you're looking for here.
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Account Transactions Report - Increase Volume Limit
Current volume limit is too low. I can't even run the account transaction report including all the account codes for the whole financial year. It's not ideal to run a few report and add together. Strongly recommend Xero increasing the volume limit for the report.
2 votesHI all, just looping back on my earlier update - Our product team made a recent recent change that has resolved an issue that was causing some users issues when trying to run and export the Account Transactions report. If you have any more trouble around this topic please do raise a case with our team of specialists and they can investigate to determine what's causing the trouble 🙂
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Create an invoice from the Billable expense report
It would be great if there was a way to create a new invoice from the Billable Expenses report.
2 votesHi Sharlene, you can use the '+' icon or enter /i in the search at the top of the screen to create a new invoice from any page. 😁
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Reporting - Account transactions export format
The account transactions report when exported no longer has bold headings and is difficult to read - please change back ASAP!
2 votesHi team, we'll move this idea across to delivered. As noted in my last update exporting the Account transactions report to PDF contains bolding for all headings.
If you are having any issues with this I'd recommend raising a case with our Xero Support team through Xero central so we can take a closer look into what you're getting. Thanks
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Reporting - Preview current page only
When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet2 votesThanks for all your contributions and feeding back to the team on your needs in this space. I'm pleased to share that we have now released our new preview panel to all users.
When you open the layout editor of a report you'll see PDF preview of your report on the right hand side, so you can see how changes you're making to your report impact it 'on the fly'. 🥳
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Close periods for period reporting
Ability to close and lock a period for accounting and reporting purposes to ensure that, once figures are reported and published, those figures do not change. Any necessary changes (VAT rates, corrections etc) to source documents could be made but the impact should fall in the current, open period.
17 votesHi team, returning to the idea here there are a few separate asks being raised. As mentioned in my last update on the idea here - currently for reporting purposes you can Publish report to keep a record of accounts at an as at date in the system. Alternatively to stop transactions being raised in past periods there are the existing lock date options.
We have separate ideas for the recording a posting versus invoice date and another for setting separate tax and accounting period lock dates that I'd recommend adding your votes for if this is more what you're after.
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Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
241 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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Reporting - Add ageing for Customers and Suppliers
Add the following to reports:
Supplier Activity Statement to compare with the statement received from your suppliers.
Alternatively - enable a Customer and Supplier DETAILED LEDGER as per usual accounting practice. This should be standard within Xero.10 votesHi all, with no response from my last update we are going to shift this to delivered with the ability to run the Aged Payable or Receivable Detail reports where you can set the Ageing periods to be Day, Week or Month based on your choosing. If needed you can also filter these reports by Contact.
For ageing periods on a customer's statement - we have an idea for this that we've shared on and to be upfront we don't have any plans in the foreseeable future.
Supplier statements have been discussed on a different idea. However, we want to be upfront this isn't planned.
- Don't see your idea?